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Home > Financial Services > Stock Brokers > Cs Capital Strategies Financial Group, Inc.
Cs Capital Strategies Financial Group, Inc.
CS Capital Strategies Financial Group is a boutique securities firm headquartered in Orlando, Florida, that provides a broad range of financial advisory and transaction services to its clients. In addition to individual/family financial planning and traditional retail brokerage services, they offer small and middle market companies investment banking support typically reserved for major US corporations.
Since the company was founded in 1980 they have worked to provide their clients with objective, practical, and valuable advice in a wide variety of financial engagements. CSFC is relationship-oriented and works to provide creative and value-enhancing solutions to exceed the expectations of their clients. Their expert team of professionals specialize in listening to and understanding the financial needs, as well as the strategic objectives, of the client companies.
Within the Wealth Management Division of Capital Strategies, they now offer several fee-based alternatives to the traditional commission-based brokerage services they have provided since 1980. They are particularly pleased to offer clients advice, support, and market vigilance within a fee-based relationship, eliminating transaction-based commissions and directly aligning their interests in helping you grow your investments.
While expanding the variety of products and services they use to meet your needs and support your financial requirements, they preserve their valued relationship with Pershing, LLC, a member of the BNY Securities Group which is a subsidiary of The Bank of New York. With more than $400 billion of total assets in custody, Pershing is a leading global provider of clearing and financial services outsourcing solutions. Although they work behind the scenes in support of your investment success, they will continue to pass on the benefits of that relationship to you, giving you access to a portfolio of highly competitive tools.
The Firm’s mission is to be the company of choice for products and services that help their clients to be financially independent and secure. They work collaboratively with their clients toward the common purpose of executing a wealth management strategy; developing innovative accumulation, preservation, and transfer products that their clients want, need, and trust. The Firm uses their in-depth knowledge of the client to provide exceptional support and counsel.
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